Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,989 | $133,981-28.4% | $112,249-14.5% | $134,532-28.7% |
| Participation rate | 90.9% | 78.6%+12.4pp | 75.1%+15.8pp | 81.2%+9.7pp |
| Annual return | -20.19% | 47.16%-67.4pp | 27.48%-47.7pp | 418.27%-438.5pp |
| Employer contribution / active EE | $2,283 | $4,040-43.5% | $3,636-37.2% | $4,741-51.8% |
| Participant deferral / active EE | $5,859 | $5,292+10.7% | $4,729+23.9% | $6,401-8.5% |
| Admin fee / account holder | $40 | $7,492-99.5% | $6,412-99.4% | $11,429-99.7% |